Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$557K Buy
2025
Q2
$441K Buy
2025
Q1
$309K Sell
2024
Q4
$331K Buy
2024
Q3
$401K Buy
2024
Q2
$387K Buy
2024
Q1
$319K Buy
2023
Q4
$239K Buy